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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-1859910 | Plan Administrator | $95,000 |
Filed as: THE ANGELL PENSION GROUP INC. Service code 13 · EIN 04-2530412 | Contract Administrator | $36,995 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,000 |
Filed as: GOULET, SALVIDIO & ASSOCIATES PC Service code 10 · EIN 04-2623065 32 GOVE STREET · WORCESTER, MA 01605 | Accounting | $20,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,849 | $47,766+230.5% | $82,744+90.8% | $64,819+143.5% |
| Participation rate | 90.8% | 67.7%+23.1pp | 72.6%+18.3pp | 71.5%+19.4pp |
| Annual return | -19.17% | -13.06%-6.1pp | 702.22%-721.4pp | 32.84%-52.0pp |
| Employer contribution / active EE | $16,381 | $2,182+650.9% | $3,008+444.6% | $2,507+553.5% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,395-100.0% | $4,311-100.0% |
| Admin fee / account holder | $428 | $143+199.4% | $5,325-92.0% | $188+127.9% |